Received 1099R for direct rollover from ex-employer's 401k to IRA. TurboTax prevents me from using 0% in Box 9a. Do I NOT need to include this in my return since Box 7=G?

 

Retirement tax questions

Zero is not allowed. The box must be blank.

(Box 9a is only used if the box 1 amount was split between 2 or more payees and tells you what your share is. A "0" (zero) would indicate that the 1099-R is reporting your share of nothing, which would be nonsense.)

Some payers insist on putting zero in the box to indicate that it is not used, when they should leave it blank according to the 1099-R form rules. TurboTax follows the rules and complains if it is zero.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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Retirement tax questions

Thank you!  The 1099-R shows the numeral 0 in Box 9a, so I was just trying to enter everything that was given.